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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,212 | $127,387-69.2% | $115,038-65.9% | $125,389-68.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.14% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $602 | $5,166-88.3% | $4,608-86.9% | $4,866-87.6% |
| Participant deferral / active EE | $2,841 | $6,423-55.8% | $6,026-52.9% | $5,352-46.9% |
| Admin fee / account holder | $12,187 | $9,516+28.1% | $8,175+49.1% | $9,541+27.7% |